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Added 4 hours ago
SI
IT Senior Analyst, Enterprise Applications - HCM Process & Solutions
Saputo Inc.
Mississauga, ON
- Full-time
Saputo is seeking an IT Senior Analyst, Enterprise Applications – Human Capital Management Process & Solutions for an existing opportunity within our organization. The Senior Analyst…
Added 7 hours ago
A
Business Analyst
Affinity
Burnaby, BC
- Contract
On behalf of our client, Affinity is seeking a Business Analyst who will support a diverse portfolio of strategic, technical, and regulatory initiatives across multiple business domains.…
Added 8 hours ago
C
Analyst, HR Service Center, Benefits and Absences
Couche-Tard
Laval, QC
- Full-time
…day. In total, approximately 149,000 people work in our stores and offices. We make journeys easier by offering fast and friendly service. We care about our people and our communities, and…
Added 9 hours ago
T
Business Systems Analyst II
TD
Toronto, ON
- Full-time
May support the development of business cases including benefits identification, RFI/RFP and service level agreements with vendors/suppliers consistent with technology…
Added 10 hours ago
T
Business Systems Analyst II
TD
Toronto, ON
- Full-time
May support the development of business cases including benefits identification, RFI/RFP and service level agreements with vendors/suppliers consistent with technology…
Added 10 hours ago
AI
IT Service Desk Analyst
AutoCanada Inc.
Edmonton, AB
- Up to $55,000 CAD / year
- Full-time
Complete employee onboarding and offboarding tasks quickly and accurately.
Added 13 hours ago
T
Analyst, Margin Accounts Group (5576)
TD
Toronto, ON
- Full-time
The Margin Accounts Group (MAG) Analyst is responsible for supporting the mitigation of counterparty credit risk through the daily management and monitoring of collateral exposures across…
Added 14 hours ago
CK
Analyst, HR Service Center, Benefits and Absences
Circle K
Laval, QC
- Full-time
…day. In total, approximately 149,000 people work in our stores and offices. We make journeys easier by offering fast and friendly service. We care about our people and our communities, and…
Added 15 hours ago
ZS
Senior Analyst – SailPoint
Zodiac Solutions, Inc
Toronto, ON
- Full-time
Perform application onboarding, offboarding, account aggregation, provisioning, and reconciliation activities.
Added 16 hours ago
T
Senior Operations Analyst
TD
Burlington, ON
- Full-time
This role will report to the Senior Manager Operations and act as a cross functional process analyst within TDEF Operations and provide product support including manuals, playbooks, SOPs.…
Added 16 hours ago
R&
Senior Credit Analyst
Robertson & Company Ltd.
Barrie, ON
- $70,000 to $85,000 CAD / year
- Full-time
Our client, a leader in the motor-vehicle industry, is seeking a Senior Credit Analyst to join their team at their corporate office in Barrie, Ontario. This role involves evaluating and…
Added 16 hours ago
T
Senior Operations Analyst
TD
Burlington, ON
- Full-time
This role will report to the Senior Manager Operations and act as a cross functional process analyst within TDEF Operations and provide product support including manuals, playbooks, SOPs.…
Added 16 hours ago
MS
Energy Specialist (Engineering)
Metergy Solutions
Toronto, ON
- $60,000 to $75,000 CAD / year
- Full-time
…solutions to clients for over 45 years. Metergy supplies, installs and remotely reads meters to measure individual suite consumption of electricity, water, gas, and thermal energy in…
Added 17 hours ago
T
Finance Operations Analyst III
TD
Dieppe, NB
- Full-time
…arising from transactions / processes beyond 1st level operations service delivery and resolve escalated matters and refer complex issues / situations beyond own level of…
Added 17 hours ago
PI
Technical Support Analyst
PeopleToGo Inc.
Coquitlam, BC
- $27 to $29 CAD / hour
- Contract
The Support/Helpdesk Analyst is responsible for providing first-line technical support for hardware, software, business applications, and IT services. This role focuses on responding to…
Added 18 hours ago
AN
Technical Analyst- Licensing Advisor
Accurate Network Services
Edmonton, AB
- Full-time
Process all licensing add, remove, and change requests including user onboarding and offboarding, license reallocation, and shared mailbox conversions accurately and within agreed timelines.
Added 18 hours ago
N
Change Management Analyst
NetworkPedia
AB · Edmonton, AB
- Contract
We are seeking a hands-on Change Management Analyst to support a complex transformation initiative. This is a delivery-focused role for someone who can create and execute change management…
Added 18 hours ago
NB
Analyst or Associate Financial Resource Management
National Bank of Canada
Montreal, QC
- Full-time
Join a high-impact team in Capital Markets where financial strategy meets innovation. As an Analyst or Associate in the Financial Resource Management team, you’ll play a key role in…
Added 18 hours ago
ML
Senior Analyst Identity and Access Management
Maple Leaf Foods Inc
Mississauga, ON
- $77,000 to $112,000 CAD / year
- Full-time
Administer and enhance privileged access management capabilities, including CyberArk Cloud onboarding, privileged account management, session controls, and service availability using…
Added 19 hours ago
Energy Specialist (Engineering)
Metergy Solutions
Toronto, ON
…solutions to clients for over 45 years. Metergy supplies, installs and remotely reads meters to measure individual suite consumption of electricity, water, gas, and thermal energy in…
Added 19 hours ago
W
Early Careers: Work & Rewards Analyst – Toronto – 2027
WTW
Toronto, ON
- $65,000 to $70,000 CAD / year
- Full-time
Work experience that demonstrates strong technical and/or client service skills (analyst type of internship preferred
Added 19 hours ago
HR
CBTCS Engineering Service Delivery Analyst(Fixed Term)
Hitachi Rail
Toronto, ON
- $69,128 to $103,692 CAD / year
- Full-time
The Service Delivery Analyst (SDA) for CBTCS E2 Services is responsible for ensuring reliable, efficient, and customer-focused delivery services that support engineering teams. The role…
Added 19 hours ago
V
Payroll Analyst
Vaco
Milton, ON
- $75,000 to $90,000 CAD / year
- Full-time
Support acquisitions and organizational integrations by facilitating the onboarding and transition of additional employees onto the Canadian payroll.
Added 21 hours ago
CI
Account Executive - Emerging & Commercial Acc
CloudKettle Inc
Toronto, ON
- Up to $120,000 CAD / year
- Full-time
…early-career professionals. You will receive mentorship, structured onboarding, and hands-on guidance from senior leaders to help you master enterprise tech sales and grow within the…
Added 21 hours ago
CA
Account Executive - Emerging & Commercial Acc
CloudKettle, a Bell Canada company
Toronto, ON
- Full-time
…early-career professionals. You will receive mentorship, structured onboarding, and hands-on guidance from senior leaders to help you master enterprise tech sales and grow within the…

Societe Generale

Client Outreach Analyst

Montreal, QC, Canada

Full-time

Apply About employer

Applications open in a new tab.

Job details

Job type: Full-time
Apply by: Oct 31, 2026
Posting language: English
Posted: Oct 1, 2026

Original job description

Responsibilities

Coordinate the customer and internal account on-boarding & off-boarding processes for SGAS & SGCC ensuring efficient workflow and rigorous follow-up with various departments including KYC, Credit/Risk, Legal, E-Solutions, Treasury, Client Services and Business Data in North America and globally
Analyze and determine account documentation required based upon counterparty type and products traded as well as approving adequacy of account documentation and financial information received from prospective customers
Create and maintain customer information, documents and product / limit requests in various databases/systems
Contribute to firm-wide projects related to integration, new systems, data remediation, and new regulations
Work closely with the front office, providing continuous feedback on status of accounts, and meet with prospective clients both in-person and remotely
Help the front office bring in new business swiftly and accurately, finding custom solutions to clients’ needs
Participate in committees and meetings as required related to clients, on-boarding coordination, new activities, products and exchanges
Learn a variety of systems, hone expertise, and provide demos to other departments
Implement new processes and participate in the launch of new systems

Required

Profile required

Required:

INDIVIDUAL

Strong sense of urgency
Excellent organizational and time-management skills
Manage long-term tasks and projects while tracking many moving parts
Deliver on assignments with maximum speed and precision
Be flexible to switch gears in an environment of constantly changing priorities
Recognize when to escalate issues
Quickly contribute at a high level
Strong ethical code
Make decisions based on the balance between commercial concerns and risk to the firm

TEAM

Committed to the team and the team’s success
Willing to help teammates and stay late when necessary
Reliable, able to earn people’s trust
Take initiative and ownership of tasks
Engage with the team, ask questions, and document answers to be leveraged going forward

LEARNING

Quickly learn and adapt to new and changing systems, processes, procedures, rules and regulations
Resourceful, able to find solutions and learn independently when appropriate
Eager to tackle new tasks outside one’s comfort zone
Navigate new territory without a roadmap and be able to teach findings to others
Take excellent notes
Strong analytical, comprehension and retention skills
Absorb and apply complex concepts

IMPROVEMENT

Find new ways to add value both individually and as a team
Thrive in an environment of change and continuous improvement
Automate processes
Look for creative solutions to improve performance and productivity

SOCIAL INTERACTION

Effectively communicate with internal and external clients, teammates and management
Persistently follow up to urge people to perform actions without creating conflict
Maintain positive relationships with many personality types
Remain cool under pressure, project an aura of calm in stressful situations
Be respectful and highly professional in all forms of communication
Openly share knowledge with others
Be clear and transparent to stakeholders on status of work and any issues

Preferred:

Client facing experience and public relations skills
Advanced Microsoft Excel Skills
Strong data manipulation and metrics gathering skills
Strong sense of art design when creating charts, graphs, and slides
Polished public speaking/presentation skills
Wide breadth of financial knowledge: Equities, Fixed Income, OTC, Futures, Options, etc.
Well-versed in recent regulatory changes, e.g. Dodd Frank, FATCA, FinCEN
Knowledge of legal documentation related to account opening
Familiarity with KYC
Familiarity with compliance regulations

Prior Work Experience

Required:

2 - 5 years in the financial industry

Preferred:

Client On-Boarding or Client Services
Sales or Teaching
Trading desk/floor

EDUCATION

Required:

Bachelor’s Degree or experience in financial industry

Preferred:

Bachelor’s Degree in Finance or related field
MBA or Law degree

LANGUAGE:

Ability to communicate in English, both orally and in writing, is a requirement as the person in this position will need to collaborate regularly with colleagues and partners in the United States.

Due to US Federal Securities law that may apply to this position, candidates who will apply for this position may be required to submit to an enhanced background screening, including the collection of their fingerprints by a third-party vendor selected by the Financial Industry Regulatory Authority ("FINRA").

Business insight

Societe Generale is committed to offering an inclusive recruitment experience to all candidates. If you require any reasonable accommodations during the recruitment process, please do not hesitate to let our Recruiters know.

OUR CULTURE:

At Societe Generale, we live by our 4 core values of commitment, responsibility, team spirit and innovation. We are engaged and demonstrate consideration for others. We act ethically and with courage. We focus our talent and energy on collective success. We experiment and propose new ideas. This way, we maximize our ability to serve client needs and anticipate market changes. Societe Generale is committed to strengthening bonds with colleagues, communities, and the world in which we live, because relationships are at the heart of how we operate. For more information about our Culture and Conduct initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-culture/)

D&I:

Our Diversity & Inclusion Mission: Recruit, develop, advance, and retain a diverse workforce that is united in our efforts to enhance our competitive position and deliver innovative solutions to our clients.

Our Diversity & Inclusion Vision:

Engaged workforce that is demographically diverse in a way that reflects the communities in which we operate
Inclusive culture and workplace that recognizes employees' unique needs and utilizes their diverse talents
Engage our community and marketplace, and position the organization to meet the needs of all its clients

For more information about our D&I initiatives, please visit this link (https://americas.societegenerale.com/en/careers/get-know-diversity/)

Apply About employer

More about this job

Responsibilities

Coordinate client onboarding and offboarding, assess account documentation and financial information, and maintain client records and requests across systems. Support front-office teams and firm-wide initiatives, communicate account status to stakeholders, and help improve processes and launch new systems.

Requirements

Requires 2–5 years of experience in the financial industry, a bachelor’s degree or relevant financial-industry experience, and strong organizational, analytical, communication, and teamwork skills. Preferred qualifications include client-facing or onboarding experience, advanced Excel and data skills, financial-market and regulatory knowledge, and a bachelor’s degree in finance or a related field, MBA, or law degree.

Skills

Client Onboarding
Client Offboarding
KYC
Account Documentation
Financial Analysis
Risk Assessment
Data Management
Project Coordination
Microsoft Excel
Data Manipulation
Regulatory Compliance
Financial Markets
Client Communication
Stakeholder Management
Process Improvement
Presentation Skills

Visa sponsorship

Not detected in the job text

Keywords

Client Onboarding
Client Offboarding
KYC
Credit Risk
Account Documentation
Financial Information
Client Services
Business Data
Treasury
E-Solutions
Microsoft Excel
Data Manipulation
Metrics Gathering
Data Remediation
Process Automation
Regulatory Compliance
Dodd-Frank
FATCA
FinCEN
Equities
Fixed Income
Over-The-Counter Products
Futures
Options
Legal Documentation
Account Opening
Financial Services
Investment Banking
Project Coordination

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